24 Tips for Workload Management (With Explanations)

By Indeed Editorial Team

Published 6 December 2021

Workload management is a process that helps in the distribution of tasks within a workplace. This is a very important project management concept, as effective workload management can help ensure a project progresses on track. If you're in the planning stages of a project, it's important to consider workload management. In this article, we share 24 tips for workload management to help you effectively plan for a company project.

14 tips for workload management

If you want to improve your project management practices, consider these tips for workload management:

1. Organise a planning session

Organising a planning session to discuss workload management can help you prioritise and delegate tasks. You can have your own planning session if you work independently, or you can organise a planning session with your team members. This meeting can also help set expectations for the work a project or assignment may require.

Being more organised can help you manage your workload because it enables you to separate tasks into smaller tasks and helps determine a timeline for when you can complete certain tasks.

Related: 15 Project Management Skills Every Manager Should Have

2. Take an inventory of your resources

The inventory of your resources can affect your workload because certain tasks require specific resources. Recording and tracking inventory helps keep items in stock and enables you to acquire resources for a project. This reduces delays that can cause your workload to grow if you postpone tasks.

Tracking your resource inventory also helps inform resource allocation, which is a way to plan and distribute your resources to employees and projects. Effective resource allocation ensures each project has the materials it requires for timely completion.

3. Set reasonable deadlines

Setting attainable deadlines is key to completing projects on time. Assess the workload requirements for a project and make a reasonable estimate of the time it may take to complete this work. It's helpful to use the timeline of past projects to make an accurate estimation of how long to spend on a project and to set a deadline that you can reach.

4. Make a to-do list

A to-do list helps manage your workload because it helps visualise and prioritise your tasks. Creating a to-do list each day or at the beginning of the workweek can help you move from task to task efficiently so that you can avoid working overtime.

Being able to complete items on your to-do list also provides a sense of accomplishment that can motivate you to achieve more. Maintaining your motivation is a good way to manage your workload and ensure productivity.

5. Divide tasks into manageable steps

Sometimes separating large tasks into small steps can make your workload less intimidating. Dividing tasks into more manageable steps is also an effective way to manage your workload because it allows you to focus on small details and work continuously towards a goal. You may find it easier to focus your attention on steps rather than one large task because steps are more specific.

This method of dividing your tasks also enables you to make a plan on how to accomplish a task, which makes it more manageable and easier to track.

6. Distribute tasks fairly

When working on a team, it's important to distribute work evenly among team members. When assigning work, ensure that you distribute responsibilities equally between your team members unless it's congruent with their role. Work distribution helps individuals cope with their workload because everyone completes the same amount of work and no employee receives more work than they can complete.

Learning about your strengths and the strengths of your team members can help distribute work and create more manageable workloads. For example, if you're able to make schedules quickly, it makes sense to assign this task to you rather than a task such as forecasting that may take you longer to do. If each employee can work according to their strengths, the quality of work may improve along with the time it takes to complete the work.

7. Prioritise tasks

When you receive your workload, consider the importance of each task and prioritise them accordingly. Prioritising means you create an order of tasks that require completion depending on factors such as urgency and importance. It's helpful to evaluate the dependencies of each task or step when prioritising. This means that if completing one task depends on the completion of another, you might prioritise the other task.

Read more: How To Prioritise Tasks in the Workplace (With Tips)

8. Measure productivity

Measuring productivity helps manage your workload for many reasons, including providing accountability, helping identify inefficiencies and motivating you. You can measure your productivity and the productivity of others by counting the number of tasks you complete in a given amount of time, tracking progress on an assignment or tracking another metric, such as revenue, conversions or interactions. For example, to measure the productivity of a sales representative, you can track the number of sales pitches they make in a day.

Setting goals also helps measure productivity because you can ensure that you make progress towards the goal each day. When your measurements show that you or your team are being productive, this can serve as a motivator and boost confidence so you can achieve more.

9. Consider obstacles

Obstacles can cause work delays and make a workload grow, so identifying possible obstacles helps reduce risks and your workload. To identify obstacles, evaluate factors such as your working style, deadlines, resource requirements, colleague contributions, dependencies and clients. For example, if the completion of your project depends on your colleagues completing a portion of the assignment, overcome this by communicating with your colleagues and ensuring they finish the assignment on time.

10. Make plans for unforeseen circumstances

Make a plan for unseen circumstances that can affect your workload. For example, if an employee is absent from work, it's good to have a plan for how to navigate that situation. Consider who may assume their responsibilities or perhaps the employee can work remote. Planning workflows in the event of employee absences can also help you meet deadlines.

11. Set SMART goals

Setting SMART goals can help you set reasonable and attainable expectations for yourself, colleagues and projects. Having these types of goals can allow you to have a higher chance of achieving them. SMART stands for:

  • Specific: Being specific when setting goals allows you to be clear in the goal you're working towards.

  • Measurable: Measurable goals are often easier to track, which can help when strategising.

  • Attainable: It's important for morale to set reasonable goals.

  • Relevant: Setting goals that are relevant to the project can help improve its progress.

  • Time-bound: To hold yourself and other professionals accountable, it's helpful for goals to have a deadline.

Read more: How to Write SMART Goals For Your Career (With Examples)

12. Use task management tools

Task management tools include the software, practices and technology you can use to complete job duties efficiently. Using task management tools can help you record and share your plans. Often, you can use software that allows you to view and edit the project's process and complete tasks such as assigning duties, recording progress and making announcements. Task management tools can help you prioritise and simplify tasks.

13. Optimise the work environment for productivity

Try to create a work environment that encourages productivity. This can include getting more comfortable office furniture, changing the decor and organising workstations. These practices can reduce work-related stress and encourage your colleagues to be creative with their work. Consider asking your colleagues about the type of environment they work best in and provide reasonable accommodation to achieve it.

Related: How to Create Collaborative Work Environment in 7 Steps

14. Evaluate your working style

Evaluating your work style can help you identify inefficiencies and help you work according to your strengths. For example, your strategy may be to work on more difficult tasks in the morning and easier tasks in the afternoon. Though, if your tasks are time-sensitive, this working style may require adjustments so you can meet deadlines.

You can also consider the working style of your colleagues, as they may have advice that you can learn from. When the majority of the professionals working on the project manage their workload efficiently, it can lead to a project's success.

10 more tips for managing project workload

Here are 10 more tips you might consider when trying to improve workload management:

  • collaborate on tasks

  • develop time management skills

  • schedule breaks

  • introduce automation for routine and administrative tasks

  • establish effective communication in the workplace

  • acknowledge change in the workplace

  • encourage taking time off to ensure quality work

  • schedule some tasks for later to reduce workload

  • complete difficult tasks first

  • perform check-ins with the team to allow for conflict resolution

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